See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,771 | $115,770-89.8% | $101,248-88.4% | $158,922-92.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 9.39% | 56.14%-46.7pp | 46.47%-37.1pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,094 | $4,175-73.8% | $3,660-70.1% | $4,761-77.0% |
| Participant deferral / active EE | $2,308 | $4,957-53.4% | $4,370-47.2% | $5,982-61.4% |
| Admin fee / account holder | $3,466 | $7,245-52.2% | $5,945-41.7% | $11,246-69.2% |